Bartlett & Co. Wealth Management LLC Wisdomtree Tr Transaction History
Bartlett & Co. Wealth Management LLC
- $6.97 Trillion
- Q3 2024
Shares
2 transactions
Others Institutions Holding IHDG
# of Institutions
253Shares Held
47.3MCall Options Held
0Put Options Held
0-
Morgan Stanley New York, NY6.71MShares$296 Million0.02% of portfolio
-
Lpl Financial LLC Fort Mill, SC5.07MShares$224 Million0.11% of portfolio
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Bank Of America Corp Charlotte, NC3.35MShares$148 Million0.01% of portfolio
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Ameriprise Financial Inc Minneapolis, MN2.51MShares$111 Million0.03% of portfolio
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Envestnet Asset Management Inc1.41MShares$62.3 Million0.02% of portfolio